Wealth Alliance
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Wealth Alliance’s American Electric Power AEP Stock Holding History

Wealth Alliance’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$287K Sell
2,421
-264
-10% -$33.4K 0.02% 450
2026
Q2 		$367K Buy
2,685
+101
+4% +$13.3K 0.03% 399
2026
Q1 		$339K Sell
2,584
-5,965
-70% -$746K 0.03% 396
2025
Q4 		$986K Sell
8,549
-2,760
-24% -$326K 0.1% 186
2025
Q3 		$1.27M Buy
11,309
+328
+3% +$35.9K 0.13% 146
2025
Q2 		$1.14M Buy
10,981
+38
+0.3% +$3.95K 0.13% 153
2025
Q1 		$1.2M Buy
10,943
+55
+0.5% +$5.57K 0.14% 141
2024
Q4 		$1M Sell
10,888
-204
-2% -$19.7K 0.12% 157
2024
Q3 		$1.14M Sell
11,092
-2,308
-17% -$225K 0.14% 148
2024
Q2 		$1.18M Buy
13,400
+162
+1% +$14.2K 0.15% 133
2024
Q1 		$1.14M Buy
13,238
+854
+7% +$69.4K 0.15% 141
2023
Q4 		$1.01M Sell
12,384
-203
-2% -$15.8K 0.14% 142
2023
Q3 		$947K Buy
12,587
+1,363
+12% +$111K 0.15% 140
2023
Q2 		$945K Buy
11,224
+1,182
+12% +$104K 0.14% 147
2023
Q1 		$914K Buy
10,042
+3,365
+50% +$308K 0.15% 151
2022
Q4 		$634K Buy
6,677
+1,119
+20% +$102K 0.11% 196
2022
Q3 		$481K Sell
5,558
-813
-13% -$80.4K 0.09% 221
2022
Q2 		$611K Sell
6,371
-3,200
-33% -$317K 0.12% 187
2022
Q1 		$955K Buy
9,571
+87
+0.9% +$7.95K 0.2% 122
2021
Q4 		$843K Buy
9,484
+47
+0.5% +$3.96K 0.17% 137
2021
Q3 		$766K Buy
9,437
+265
+3% +$23.1K 0.17% 134
2021
Q2 		$776K Buy
9,172
+2,456
+37% +$211K 0.18% 132
2021
Q1 		$569K Buy
6,716
+1,408
+27% +$113K 0.16% 155
2020
Q4 		$442K Buy
5,308
+1,677
+46% +$146K 0.13% 189
2020
Q3 		$297K Buy
3,631
+854
+31% +$70.3K 0.11% 236
2020
Q2 		$221K Buy
+2,777
New +$227K 0.09% 269

Other funds holding AEP

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Wealth Alliance's AEP Position: Q3 2026 in Review

Wealth Alliance reduced its American Electric Power (AEP) stake by 9.8% in Q3 2026, selling an estimated $33.4K and leaving 2,421 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #450.

Wealth Alliance first reported a position in AEP in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.27M in Q3 2025. 1,572 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Wealth Alliance held 2,421 shares of American Electric Power worth $287K as of Q3 2026.
  • Wealth Alliance sold 264 American Electric Power shares in Q3 2026, an estimated $33.4K.
  • American Electric Power made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #450 holding.
  • Wealth Alliance first reported a position in American Electric Power in Q2 2020 and has held it in 26 quarters since.
  • Wealth Alliance's American Electric Power position peaked at $1.27M in Q3 2025.
  • 1,572 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.